Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,767 | $58,828-42.6% | $78,002-56.7% | $62,881-46.3% |
| Participation rate | 69.2% | 71.1%-1.8pp | 75.5%-6.3pp | 69.3%-0.1pp |
| Annual return | 6.75% | 17.16%-10.4pp | 425.99%-419.2pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,923 | $1,672+15.0% | $2,470-22.1% | $2,281-15.7% |
| Participant deferral / active EE | $2,470 | $2,686-8.0% | $3,497-29.4% | $3,203-22.9% |
| Admin fee / account holder | $1,241 | $4,393-71.8% | $5,481-77.4% | $4,296-71.1% |